QQQM vs SCHG: 58% overlap

Invesco NASDAQ 100 ETF and Schwab U.S. Large-Cap Growth ETF share 58.4% of their portfolios by weight — computed as Σ min(wA, wB) over every holding both funds own.

Different holding dates. These holdings were published about 3 months apart — QQQM as of 2026-02-28, the rest through 2026-05-31. Each fund is compared using its most recent file, so any trading in between shows up as a difference.

Hold both, 50/50
1.4Effective Funds

You would hold two tickers and get the diversification of 1.4. Two funds that shared nothing would score 2.0; two identical funds score 1.0.

Overlap
58.4%
QQQM expense ratio
0.15%
SCHG expense ratio
0.04%

Top shared holdings

QQQM and SCHG hold 47 of the same securities. The ten contributing most to the overlap figure:

Holdingin QQQMin SCHGΔ
NVDA8.4%11.0%2.6%
AAPL7.6%9.8%2.2%
MSFT5.7%7.2%1.5%
AMZN4.4%5.7%1.3%
TSLA3.9%3.9%0.0%
GOOGL3.5%4.8%1.2%
META3.7%3.5%0.2%
GOOG3.3%3.8%0.5%
AVGO2.9%4.5%1.6%
AMD1.7%2.9%1.2%

Where QQQM and SCHG differ

Sector weights as a share of each fund, ordered by the size of the gap rather than the size of the sector — two funds that overlap heavily still usually diverge somewhere.

SectorQQQMSCHGΔ
Consumer Staples8.5%1.7%+6.8pp
Financials0.2%6.8%6.5pp
Health Care5.2%8.3%3.1pp
Industrials3.0%6.0%3.0pp
Information Technology48.9%46.1%+2.8pp
Utilities1.6%0.4%+1.1pp
Communication Services15.6%14.7%+0.9pp
Cash & Other0.8%0.0%+0.8pp

Δ is QQQM minus SCHG, in percentage points. Sector data is not published by every issuer, so “Unclassified” is a real category rather than a gap in the table.

What each fund holds alone

Only in QQQM
55 positions

33.5% of QQQM by weight, held in no part of SCHG.

Only in SCHG
147 positions

29.0% of SCHG by weight, held in no part of QQQM.

A large count with a small weight is the usual shape: the positions one fund adds are typically its smallest ones.

Concentration and cost

QQQMSCHG
Top 10 holdings46.7%57.2%
Positions held103195
Cost per $10,000 held, per year$15$4

Cost is the expense ratio applied to $10,000; it excludes any brokerage commission, bid-ask spread or tax consequence. Figures are facts about the funds, not a suggestion about which to hold.

Frequently asked

How much do QQQM and SCHG overlap?

QQQM and SCHG overlap 58.4% by portfolio weight — substantial duplication if you hold both. They share 47 holdings. The figure comes from current issuer holdings files (QQQM as of 2026-02-28, SCHG as of 2026-05-31).

How is the overlap between QQQM and SCHG calculated?

As the sum of the smaller weight in each fund, over every holding both funds own: Σ min(wA, wB). If QQQM holds a stock at 6% and SCHG holds the same stock at 4%, 4% counts as shared. The result is bounded between 0% and 100%, and it is computed after looking through any fund-of-funds to the underlying holdings.

Is it redundant to hold both QQQM and SCHG?

That depends on your goals — we state facts, not advice. At 58.4% overlap, each fund still contributes meaningfully distinct exposure.

What does QQQM own that SCHG doesn't?

QQQM holds 103 positions and SCHG holds 195; 55 of QQQM's positions don't appear in SCHG at all, and they are 33.5% of QQQM by weight.

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Related comparisons

Sources: issuer holdings files, QQQM as of 2026-02-28, SCHG as of 2026-05-31. Weights are fractions of each fund. Diagnostics, not advice.